Available Services

Filing of Individual Income Tax Returns (Form 1040)​

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• Standard income reporting, such as:

  • W-2 wages

  • 1099-INT / 1099-DIV

  • Social Security benefits

  • Retirement income (1099-R)

• Includes credits & deductions such as:

  • Earned Income Credit (EIC)

  • Child Tax Credit

  • Education credits

• Creation of custom personal budgets aligned with income, goals, and lifestyle

• Monthly variance analysis to compare planned vs. actual spending

• Personalized debt management strategies, including:

  • Leveraging “good debt” to build credit or support financial goals

  • Reducing high-interest debt

• Tracking and organization of personal income, expenses, and cash flow

• Simple monitoring of investment

Preparation and filing of business tax returns, including:

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• Form 1120 (C-Corporations)

• Form 1120-S (S-Corporations)

• Form 1065 (Partnerships & Multi-Member LLCs)

• Schedule C for Single-Member LLCs / Sole Proprietors

• Monthly/quarterly budget-to-actual variance analysis

• Strategic guidance on leveraging business debt, including:​

  • Managing cash flow through credit lines and financing

  • Reducing high-interest or inefficient debt structures

• Preparation of financial statements​​​

  • Statement of Cash Flows

  • Income Statement (Profit & Loss)

  • Balance Sheet

• Tracking of business income, expenses, and operational activity

Preparation and filing of Fiduciary Income Tax Returns (Form 1041)

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• Includes reporting for:

  • Estate income

  • Trust income (simple, complex, and grantor trusts)

  • Interest, dividends, capital gains, and distributions

• Preparation of Schedule K-1 for beneficiaries

• Comprehensive review of prior-year tax returns for errors, missed deductions, or incorrect filings

• Examination of IRS and state tax letters to identify issues, discrepancies, or required actions

• Preparation of amended returns if corrections are needed